The First Quarter of the Discretionary Portfolio

Last update - 14 March 2024 By James Woods

In this session, "The First Quarter of the Discretionary Portfolio - The Good, the Bad, and the Ugly", presented by Rivkin's Senior Portfolio Analyst, James Woods, we will provide a comprehensive overview of the Discretionary Portfolio, our latest portfolio focusing on straightforward short-term buy and sell recommendations based on our expert's discretionary knowledge of current markets.

James will delve into the criteria guiding our discretionary trades and highlight both the successes and challenges of the first quarter of the portfolio. Additionally, James will share a watchlist for future trades, offering valuable insights into sectors and opportunities under consideration for the rest of 2024. This webinar concludes with a short Q&A session, allowing participants to engage directly and gain further clarity on portfolio strategies.

This webinar covers the following topics:

1. Purpose and how the portfolio works
2. Criteria we’re looking for in Discretionary trades
3. Highlights of the First Quarter
4. Lowlights of the First Quarter
5. Opportunities to look out for
6. Outlook for Discretionary in 2024
7. Q&A

Important Notice:

Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.

Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

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